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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
926
Valley Brook Capital Group
Pennsylvania
$1.23M -$10.4K -50 -0.8%
BAM
927
Belpointe Asset Management
Nevada
$1.22M +$216K +1,038 +20%
MWM
928
Mattern Wealth Management
Kansas
$1.22M +$1.25K +6 +0.1%
CFA
929
Cahill Financial Advisors
Minnesota
$1.21M +$6.04K +29 +0.5%
DAM
930
Deltec Asset Management
New York
$1.21M +$1.31M +6,300 New
S
931
SimplyRich
California
$1.19M -$70K -336 -5%
TSW
932
Thompson Siegel & Walmsley
Virginia
$1.19M – – –
FFA
933
First Foundation Advisors
California
$1.19M +$182K +874 +16%
FTC
934
Farmers Trust Company
Ohio
$1.19M – – –
BG
935
Bahl & Gaynor
Ohio
$1.18M -$183K -880 -13%
SP
936
Symmetry Partners
Connecticut
$1.17M -$163K -784 -11%
CG
937
Caprock Group
Idaho
$1.16M -$73.1K -351 -5%
MFG
938
MidWestOne Financial Group
Iowa
$1.16M -$211K -1,015 -14%
APW
939
Aurora Private Wealth
New Jersey
$1.16M -$28.7K -138 -2%
JIP
940
Jaffetilchin Investment Partners
Florida
$1.16M -$38.9K -187 -3%
GI
941
GAMCO Investors
Connecticut
$1.15M +$76.8K +369 +7%
FI
942
Fosun International
China
$1.15M +$362K +1,740 +43%
IFG
943
Independent Financial Group
California
$1.15M +$71.2K +342 +6%
PA
944
PSI Advisors
Florida
$1.14M +$625K +3,002 +102%
KMWM
945
Keudell/Morrison Wealth Management
Oregon
$1.14M +$34.4K +165 +3%
BMC
946
Beaton Management Company
Massachusetts
$1.13M – – –
SB
947
Sunflower Bank
Texas
$1.13M -$32.3K -155 -3%
CGL
948
Clarius Group LLC
Washington
$1.13M +$15.8K +76 +1%
CPO
949
Cerity Partners OCIO
New York
$1.11M +$97.3K +467 +9%
BRWM
950
B. Riley Wealth Management
Tennessee
$1.11M +$1.2M +5,767 New
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